About CalPrivate Bank
CalPrivate Bank is a publicly listed company based in San Diego (United States) founded in 2006. Commercial banking services are provided in San Diego, United States. CalPrivate Bank has raised $17 million across 3 funding rounds. Its focus areas include Banks and Commercial Banks. Its legal entity is SAN DIEGO PRIVATE BANK. Its competitors include Truist, Equity Bank and Citi; 1 of its 3 listed competitors has raised funding.
Company details
CalPrivate Bank was founded in 2006 and is based in San Diego, United States. Operations are centered on commercial banking, where deposit accounts, loans, and related financial services are offered to businesses and individuals. The institution functions within the broader banking sector, managing transactions and credit facilities primarily in the local region. Online access is facilitated through the domain calprivate.bank, supporting standard banking activities without emphasis on specialized niches.
- Headquarters San Diego, United States
- Stage Public
- SectorsFinancial Services
- Website calprivate.bank
- Social LinkedIn
- Legal Name Private Bancorp Of America, Inc.
- Annual Revenue$172.31 M (USD)as on Dec 31, 2025
- Net Profit$40.67 M (USD)as on Dec 31, 2025
- Total Equity Funding$17M (USD)
in 3 rounds
- Latest Funding Round$10M (USD), Post-IPO
Jul 2019
Funding Insights of CalPrivate Bank
CalPrivate Bank has successfully raised a total of $17M across 3 strategic funding rounds. The most recent funding activity was a Post-IPO round of $10 million completed in July 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $17M
- Total Rounds 3
- Last Round Post-IPO — $10M
- First Round $17M
(May 2017)
All 3 funding rounds of CalPrivate Bank with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2019 | $10M | Post-IPO | – | – | – |
| May 2019 | $18M | Debt – Conventional | – | – | – |
| May 2017 | $17M | Series A | – | – | – |
People of CalPrivate Bank
79 people are tracked at CalPrivate Bank (57 in leadership, 22 in team).
| Name | Role | Group |
|---|---|---|
Nick Stoneman | Svp, SBA Sales Director | Leadership |
Monica Navarro Zarate | Managing Director | Leadership |
Christina Flury | Vp/sr Application Support & Data Analyst | Leadership |
Laura Pinkerton | Vp/ Senior Underwriter | Leadership |
Meghan Bish | VP | Treasury Management Sales Manager | Leadership |
Blanca Alfaro | Vice President Sr. Relationship Manager | Leadership |
Violette Kazandjian | Senior Relationship Manager, VP | Leadership |
Rick L. Sowers | President and CEO | Leadership |
James R. Parks | Director | Leadership |
Cory Stewart | EVP | Chief Financial Officer | Leadership |
Bob Llorens | EVP | Chief Credit Officer | Leadership |
Kevin Campbell | EVP | Director Of Specialty Banking | Leadership |
Pete Cifelli | SVP | Market President – Newport Beach | Leadership |
Sisi Pouraghabagher | Director | Leadership |
Karen Lister | EVP / Chief Administrative Officer | Leadership |
Paul P. Azzi | EVP | Chief Banking Officer | Leadership |
Sean Puckett | SVP | Director Of Commercial Banking | Leadership |
Leda Csanka | Director | Leadership |
Leon Kassel | Director | Leadership |
Thomas V. Wornham | Director | Leadership |
59 more people are available in the full profile.
Complete people profiles for CalPrivate Bank
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Professional contacts
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IPO & Listings of CalPrivate Bank
CalPrivate Bank is a publicly listed company on the OTC with ticker symbol PBAM in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date06 Jan 2012
- Listed onOTCMKTS: PBAM
- Listed entityPrivate Bancorp of America, Inc.
- Exchange sectorFinance
- ISINUS74274F1003
- Share price$74.95 · 2026-05-11
- Market capitalisation$431.3M
- Price to earnings10.4
- EPS (diluted, trailing year)$7.20
- Volume (last session)688
- Analyst consensusStrong buy
Financials of CalPrivate Bank
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $172.3M | $40.7M | |
| 2024 | $161.2M | $35.5M | |
| 2023 | $130.6M | $40.6M | |
| 2022 | $91.6M | $24.5M | |
| 2021 | $74.7M | $20.8M |
Detailed financial statements for CalPrivate Bank
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of CalPrivate Bank
4 dated milestones of CalPrivate Bank across 13 years, from founding to its latest funding, stage changes and deals.
- Founded CalPrivate Bank is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $17.0M.
- Funding Latest funding round, Post-IPO, of $10.0M.
Competitors of CalPrivate Bank
CalPrivate Bank has 3 listed competitors in our database, 1 of them funded. They include Truist, Equity Bank and Citi.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| truist.com | 1872 | Charlotte, United States | 55,480 | Wealth advisory and banking services are offered to clients. | ||
| equitybank.com | 2002 | Wichita, United States | $89.7M | Commercial banking services are provided to businesses and individuals. | ||
| citigroup.com | 1812 | New York, United States | 500 | Diversified financial services are offered through commercial banking operations. |
Detailed competitors of CalPrivate Bank
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of CalPrivate Bank
The website of CalPrivate Bank (calprivate.bank) receives about 9.7K visits a month.
- Monthly visits9.7K
▼ 12.4% vs previous month
Websites whose visitors overlap most with CalPrivate Bank. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| preferredbank.com | 100% | 16.7K | #1,146,402 | View details | |
| ppbi.com | 85% | 122.9K | #325,743 | View details | |
bankdirector.com | bankdirector.com | 85% | #1,583,477 | – | |
| calbanktrust.com | 85% | #104,576 | View details | ||
| efirstbank.com | 85% | 1M | #36,815 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for CalPrivate Bank
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- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Related news about Calprivate Bank
Complete news archive for CalPrivate Bank
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Frequently Asked Questions about CalPrivate Bank
CalPrivate Bank was founded in 2006 and raised its 1st funding round 11 years after it was founded.
CalPrivate Bank is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
CalPrivate Bank is a funded company, having raised a total of $17M across 3 funding rounds to date. The company's 1st funding round was a Series A of $17M, raised on May 2017.
Annual revenue of CalPrivate Bank is $172.31M as on Dec 31, 2025.
CalPrivate Bank was founded in 2006 and is based in San Diego, United States. Operations are centered on commercial banking, where deposit accounts, loans, and related financial services are offered to businesses and individuals. The institution functions within the broader banking sector, managing transactions and credit facilities primarily in the local region. Online access is facilitated through the domain calprivate.bank, supporting standard banking activities without emphasis on specialized niches.
CalPrivate Bank's top competitors include Truist, Citi and Equity Bank.
Yes, CalPrivate Bank is publicly traded on OTC under the ticker symbol PBAM.
CalPrivate Bank operates through San Diego Private Bank.